RUTH DUP LORD CHARITABLE TR: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RUTH DUP LORD CHARITABLE TR (EIN 47-6814522)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-16
IRS object ID
201621689349100702
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-16T10:04:01-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200059905PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEACOCK COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 DONROSS DRAddressLine1Txt
CityWESTERLYCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02891ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN476814522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUTH DU P LORD CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O PAULINE LORDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRUTHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 250AddressLine1Txt
CityEAST LYMECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULINE LORDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2016-06-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID HEACOCKPreparerPersonNm
PTINP00542463PTIN
Phone4012127378PhoneNum
Preparation2016-06-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,981InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,981InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$2,001,981TotalRevAndExpnssAmt
Total Net Invst Incm$1,981TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$10,837LegalFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$98OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$98OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,935TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$98TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$724,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$724,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$735,635TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$98TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$724,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,266,346ExcessRevenueOverExpensesAmt
Net Investment Income$1,883NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,266,346CashEOYAmt
Total Assets EOY$1,266,346TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted EOY$1,266,346UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances EOY$1,266,346TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,266,346TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$1,266,346ExcessRevenueOverExpensesAmt
Subtotal$1,266,346SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,266,346TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$39AppliedToEsTaxAmt
Total Payments And Credits$39TotalPaymentsAndCreditsAmt
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID HEACOCKIndividualWithBooksNm
Phone4012127378PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16 DONROSSAddressLine1Txt
CityWESTERLYCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02891ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAULINE LORD
PO BOX 250EAST LYMECT06333TRUSTEE2.00$0$0$0
HENRY LORD
PO BOX 250EAST LYMECT06333TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,633,173AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,633,173TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,633,173AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,498CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,608,675NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,434MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,434MinimumInvestmentReturnAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$80,396DistributableBeforeAdjAmt
Distributable Before Ded$80,396DistributableBeforeDedAmt
Distributable As Adjusted$80,396DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$724,700ExpensesAndContributionsAmt
Qualifying Distributions$724,700QualifyingDistributionsAmt
Adjusted Qualifying Distri$724,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,396DistributableAsAdjustedAmt
Qualifying Distributions$724,700QualifyingDistributionsAmt
Applied To Current Year$80,396AppliedToCurrentYearAmt
Remaining Distri From Corpus$644,304RemainingDistriFromCorpusAmt
Total Corpus$644,304TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$644,304ExcessDistriCyovToNextYrAmt
Excess From Current Year$644,304ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WORKING LANDS ALLIANCE
775 BLOOMFIELD AVEWINDSORCT06095CONSERVATION$30,000
NATURE CONSERVANCY
2500 MAITLAND CENTER PWYMAITLANDFL32751CONSERVATION$65,000
INTERNATIONAL FESTIVAL ARTS
195 CHURCH STREETNEW HAVENCT06510ARTS$30,000
CONCORD ACADEMY
166 MAIN STREETCONCORDMA01742EDUCATION$25,000
BOCA GRANDE PRESERVATION ASSOC
150 GILCRIST AVEBOCA GRANDEFL33921PRESERVATION$35,000
CONNECTICUT FARMLAND TRUST
77 BUCKINGHAM STHARTFORDCT06106CONSERVATION$40,000
LEAP
31 JEFFERSON STNEW HAVENCT06511EDUCATION$55,000
MINNEAPOLIS FOUNDATION
800 IDS CENTERMINNEAPOLISMN55402CIVIC$50,000
350ORG
20 JAY STREETBROOKLYNNY11201JOBS$80,000
GLOBAL PHILANTHOPY PARTNERSHI
2440 N LAKEVIEW 15ACHICAGOIL60614PHILANTHOPY$50,000
TAHIRICH JUSTICE CENTER
6402 ARLINGTON BLVDFALLS CHURCHVA22042JUSTICE$20,000
WATERKEEPER ALLIANCE
17 BATTERY PLAZA 1329NEW YORKNY10004CONSERVATION$25,000
EMERALD CITY COLLABORATIVE
1140 CONNECTICUT AVE NWWASHINGTONDC20036LABOR ASSISTANCE$25,000
CLINTON LAND TRUST
PO BOX 121CLINTONCT06413CONSERVATION$10,000
PLOUGHSHARES FUND
1100 VERMONT AVE 300WASHINGTONDC20005PEACE$35,000
PLANNED PARENTHOOD
345 WHITNEY AVENEW HAVENCT06511HEALTH$15,000
CORALS FOR CONSERVTION
PO BOX 4649SAMABULA FIJICT06333CONSERVATION$7,700
SAVE THE SOUND
142 TEMPLE STNEW HAVENCT06510CONSERVATION$15,000
EQUAL JUSTICE
601 PENNSYLVANIA AVE 900WASHINGTONDC20004JUSTICE$10,000
GUILFORD CONSERVATION
PO BOX 200GUILFORDCT06437CONSERVATION$5,000
CT FUND FOR THE ENVIRONMENT
142 TEMPLE STNEW HAVENCT06510CONSERVATION$5,000
BRIDGE REPERTORY THEATER
270 THIRD ST 305CAMBRIDGEMA02142ARTS$20,000
AVALONIA LAND TRUST
PO BOX 49OLD MYSTICCT06372CONSERVATION$7,000
CENTER FOR HOSPICE CARE
227 DUNHAM STNORWICHCT06360HEALTH$10,000
SOLAR YOUTH
53 WAYFARER STNEW HAVENCT06515JOBS$5,000
INTERNATIONAL PLANNED PARENTHOOD
125 MAIDEN LANENEW YORKNY10038HEALTH$20,000
TRUST FOR PUBLIC LANDS
101 MONTGOMERY STSAN FRANCISCOCA94104CONSERVATION$15,000
COLCHESTER LAND TRUST
PO BOX 93COLCHESTERCT06415CONSERVATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$724,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,981RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,981RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,981TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF RUTH DUPONT LORDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 250AddressLine1Txt
CityEAST LYMECityNm
State AbbreviationCTStateAbbreviationCd
ZIP06333ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$10,837LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$98$98

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